Core Insights - Pinterest CEO Bill Ready indicated that it will take time for consumers to trust AI agents for shopping, but the company is developing AI tools to assist users in their shopping journey [1][2] - Ready emphasized that AI is central to Pinterest's operations, enhancing user experience by providing personalized recommendations and curating products based on subtle user signals [4][5] AI Integration and User Experience - Pinterest is focused on using AI and large language models (LLMs) to create a user-centric shopping experience, aiming to make discovery enjoyable and shopping seamless [5] - The company has observed positive early signs of AI's impact on user engagement and shopping assistance [5] Industry Trends - A report highlighted that 54% of retailers have adopted generative AI in the past year to analyze transaction and payment data for customer segmentation, indicating a broader trend in the retail industry towards enhanced customer personalization [6]

Pinterest CEO says agentic shopping is still a long way out | TechCrunch https://t.co/axgpcgnth3 ...

Core Insights - Pinterest's CEO Bill Ready described the platform as an "AI-enabled shopping assistant," but believes the concept of an agentic web where AI shops on behalf of users is still a long way off [1][3] Company Positioning - Pinterest positions itself at the early stages of the shopping journey, where users seek ideas that may lead to purchases, raising concerns that AI could redirect users to personalized recommendations instead of using Pinterest [2] AI Integration - The company referred to the current exploration of AI-driven experiences as a "Cambrian moment," highlighting its use of AI for recommendation systems, multimodal AI, visual search, conversational search, and advertising efficiencies [5] User Experience - Ready emphasized that Pinterest's proactive recommendations resonate with users, who feel that "Pinterest just gets me," akin to a personal shopping assistant [4] User Concerns - There are growing user concerns regarding the prevalence of AI-generated low-quality content on Pinterest, leading to the introduction of tools to label AI-generated images and filter out such content [8] Talent Acquisition - Pinterest aims to attract AI talent focused on using AI responsibly and positively, distinguishing itself from other social media platforms [9] Financial Performance - Pinterest reported Q2 revenue of $998 million, exceeding expectations, but earnings per share of 33 cents fell short of the anticipated 35 cents, leading to a drop in stock price [10]

Core Insights - Pinterest, Inc. reported modest second-quarter 2025 results with net income missing estimates while revenues exceeded expectations, driven by strong growth across all regions and enhanced monetization efforts [1][2][3] Financial Performance - GAAP net income was $38.7 million, or 6 cents per share, compared to $8.9 million, or 1 cent per share, in the prior-year quarter, reflecting improved profitability due to revenue growth [2] - Non-GAAP net income increased to $228.3 million, or 33 cents per share, up from $172.2 million, or 24 cents per share, year-over-year [2] - Revenues rose to $998.2 million from $853.6 million in the prior-year quarter, surpassing the Zacks Consensus Estimate of $975 million [3] User Engagement - Global monthly active users (MAUs) reached 578 million, marking an 11% year-over-year increase, with the U.S. and Canada contributing 102 million MAUs, up 5% [3][7] - MAUs in Europe increased to 146 million from 136 million, while the Rest of World segment saw a rise to 329 million, up 14% from the previous year [7] Revenue Breakdown - Revenues from the United States and Canada were $745 million, up 11% year-over-year, while Europe generated $191 million, a 34% increase from $143 million [6] - The Rest of World segment's revenues rose to $63 million from $38 million, exceeding estimates [6] Monetization and Growth Drivers - The AI-powered Pinterest Performance+ suite has gained traction among advertisers, enhancing campaign performance and click-through rates through improved personalization [4][5] - The company is focusing on bridging upper-funnel storytelling with lower-funnel conversion, which is positively impacting overall campaign effectiveness [5] Future Outlook - For Q3 2025, Pinterest expects revenues between $1.033 billion and $1.053 billion, indicating a year-over-year growth of 15-17%, with adjusted EBITDA projected between $282 million and $302 million [12]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company is a forward-looking technology adopter, utilizing various technologies to enhance workflows [4] - Proactive employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Group 1 - U.S. stock futures are higher, with Dow futures gaining around 100 points [1] - Pinterest reported second-quarter revenue of $998.23 million, exceeding estimates of $974.01 million, but adjusted earnings of 33 cents per share missed analyst expectations of 35 cents per share [2] - Pinterest shares fell 12.4% to $34.35 in pre-market trading following the earnings report [2] Group 2 - The Trade Desk, Inc. saw a decline of 29.6% to $62.19 in pre-market trading after reporting second-quarter financial results [4] - Iovance Biotherapeutics, Inc. shares fell 26.9% to $1.93 after worse-than-expected second-quarter results and FY25 sales guidance below estimates [4] - Sweetgreen, Inc. shares dropped 23.5% to $9.69 after reporting disappointing second-quarter results and cutting FY25 sales guidance [4] - Xponential Fitness, Inc. declined 21.1% to $7.59 following downbeat quarterly sales and reduced FY2025 sales guidance [4] - Sezzle Inc. shares fell 20.3% to $111.05 after releasing second-quarter financial results [4] - Twilio Inc. shares tumbled 12.8% to $106.75 after issuing third-quarter guidance below estimates [4] - Gray Media, Inc. declined 9% to $3.79 following downbeat quarterly earnings [4] - Firefly Aerospace Inc. dipped 8.6% to $55.14 after its recent IPO [4] - Microchip Technology Incorporated fell 7.9% to $60.97 following first-quarter results [4]

Market Movements - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.30%, S&P 500 futures up by 0.38%, and Nasdaq futures increasing by 0.35% [1] - European indices show mixed results, with Germany's DAX up by 0.04%, UK's FTSE 100 down by 0.09%, France's CAC 40 up by 0.20%, and the Euro Stoxx 50 rising by 0.16% [2][3] - WTI crude oil prices increased by 0.58% to $64.25 per barrel, while Brent crude rose by 0.65% to $66.86 per barrel [3][4] Earnings Reports - The earnings season has seen a significant reaction from investors, with companies failing to meet Wall Street expectations facing an average stock price drop of 7.4%, compared to the usual 3.2% over the past five years [4] - Companies that meet both earnings and sales expectations are the only ones seeing stock price increases on the first trading day post-earnings [4] Federal Reserve Predictions - JPMorgan forecasts that the Federal Reserve may begin a series of rate cuts starting in September, with a potential total of four cuts, each by 25 basis points [5] - Concerns about inflation and economic stagnation are rising, with warnings that new tariffs could complicate the Fed's ability to lower rates [5] - Atlanta Fed President Bostic maintains a cautious stance, suggesting only one rate cut this year while emphasizing the need to monitor the impact of tariffs on inflation [5] Company-Specific News - Tesla is disbanding its Dojo supercomputer team and shifting from in-house chip development to external partnerships, marking a significant strategic change [7][8] - Intel CEO Chen Liwu received full support from the board amid calls for his resignation due to alleged conflicts of interest, following comments from President Trump [8] - MP Materials reported Q2 revenue growth of 84% to $57.4 million, exceeding expectations, with a significant increase in rare earth production [9] - Pinterest's Q2 revenue grew by 17% to $998 million, but the company faced a decline in user growth in North America, leading to a pre-market drop of over 12% [9] - Toyota and Honda are facing uncertainty regarding a potential $12.5 billion impact from tariffs, complicating pricing decisions [10] - TSMC reported a 26% year-over-year revenue increase in July, driven by strong demand for AI chips, aligning with analyst expectations for continued growth [10]

图片分享平台Pinterest(PINS.US)夜盘跌超10.8%，报34.93美元。 消息面上，Pinterest第二季度销售额同比增长17%至9.98亿美元，高于分析师预期的9.75亿美元；净利润 同比增长335%至3876万美元，调整后每股盈利33美仙，则逊于预期的35美仙。全球月活用户为5.78 亿，超过市场预测的5.745亿，其中美国和加拿大的月活用户为1.02亿，与前一季度持平。Pinterest预计 第三季度销售额将介于10.33亿到10.53亿美元之间，超过分析师预测的10.25亿美元。(格隆汇) ...

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Group 1 - Pinterest reported Q2 sales exceeding analyst expectations, but earnings per share fell short of Wall Street predictions, leading to a post-market drop of up to 16% [1] - Adjusted earnings per share were $0.33, below the expected $0.36, while monthly active users in the U.S. and Canada remained flat at 102 million [1] - Global user growth outside the U.S. is stagnating, raising concerns about the user base [1] Group 2 - Q2 revenue grew 17% year-over-year to $998 million, surpassing the expected $976 million, with global monthly active users increasing 11% to 578 million [3] - The growth was driven by a surge in Gen Z users, who now make up over half of the platform's user base, and the appeal of AI tools for advertisers [3] - The company expects Q3 revenue to be between $1.03 billion and $1.05 billion, higher than the analyst forecast of $1.02 billion [3] Group 3 - Pinterest has established third-party advertising partnerships with Google, Amazon, and Magnite, enhancing its advertising capabilities through AI [4] - The company has improved ad targeting and content recommendation efficiency using AI technology, achieving better-than-expected advertising results in Q2 [4] Group 4 - Prior to the earnings report, Pinterest's stock had risen 35% year-to-date, with significant price movements following quarterly earnings announcements [5]